13F HOLDINGS REPORT
Long Path Partners LP
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0000919574-25-001021
Total Value
$308.6M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NCINO INC | NCNO | 3,269,192 | $109.8M | 35.58% |
| 2 | PROCORE TECHNOLOGIES INC | PCOR | 513,551 | $38.5M | 12.47% |
| 3 | DOCEBO INC | DCBO | 740,055 | $33.1M | 10.74% |
| 4 | SALESFORCE INC | CRM | 90,119 | $30.1M | 9.76% |
| 5 | CORPAY INC | CPAY | 83,222 | $28.2M | 9.13% |
| 6 | I3 VERTICALS INC | IIIV | 979,777 | $22.6M | 7.32% |
| 7 | SILVERCREST ASSET MGMT GROUP | 828359109 | 940,798 | $17.3M | 5.61% |
| 8 | WORKDAY INC | WDAY | 47,053 | $12.1M | 3.93% |
| 9 | CHARTER COMMUNICATIONS INC N | 16119P108 | 20,171 | $6.9M | 2.24% |
| 10 | ALKAMI TECHNOLOGY INC | ALKT | 169,498 | $6.2M | 2.01% |
| 11 | LIBERTY BROADBAND CORP | LBRDP | 49,930 | $3.7M | 1.21% |